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Print a mandate form

For a written mandate, you print the mandate form report. You can change the report as you wish using Report Management.

The report includes the bank account number (IBAN and BIC) that has been set as the preference for the debtor or a deviating bank account number if you have entered one in the properties of the invoice/outstanding item. Entering a BIC for Dutch IBANs is not mandatory for debtors, but it should be done for the sake of completeness.

The report also includes the collector ID, the mandate reference and an explanatory text about the refund period applicable for the collection transaction together with information about how a debtor can submit a refund request to his bank.

In Profit, you have multiple mandate forms: SEPA one-off, SEPA Recurrent default of SEPA Recurrent business. Depending on the debtor’s Mandate type, SEPA collection method and Sales contact profile, Profit automatically determines which report should be printed.

Note:

If you want to print the SEPA mandate form, you must complete the Collector ID field in the properties of your administration. Also, the debtor's bank account number must have an IBAN number and BIC code.

To print a mandate form:

  1. Go to: Financial / Debtor / Collection mandate.
  2. Open the view:
    • All signed debit mandates
    • Debtor to be mandated
    • Invoice to be authorized
  3. Select the line.

    You can select multiple lines at the same time by making multiselect (Ctrl+S) visible.

  4. Click on the action: Print mandates.

    Profit displays an error message when printing a mandate form if you have not entered an IBAN (bank account number) for the debtor. In that case, close this window and enter the IBAN number as the preferred bank account number for the debtor(s) in question.

    Fin_Rapport machtigingsformulier afdrukken (20)

    You send this form to the debtor. When the debtor returns it, you record the mandate date.

Directly to

  1. Automatic collection via SEPA
  2. Configure automatic collection with SEPA
  3. Configure a debtor for automatic collection with SEPA
  4. Record multiple debit mandates per debtor
  5. Configure collection specification sending by e-mail
  6. SEPA collection concepts and scenarios
  7. Record the debit mandate date per debtor
  8. Change or view the collection settings for an invoice
  9. Record the debit mandate date per invoice
  10. View debit mandates
  11. Print a mandate form
  12. Collection pre-announcement notification to debtor
  13. Delete a debit mandate
  14. Change the SEPA collection method of an existing debtor from Standard to B2B
  15. Change the bank account number of an existing debtor with an existing mandate
  16. Grant a collection reduction
  17. Add a SEPA collection order
  18. View and change a collection order
  19. Generate and journalise a collection file
  20. Directly process a collection order
  21. E-mail or print a collection specification
  22. Complete a collection order
  23. Reverse a collection order
  24. Perform an automatic collection with payment instalments
  25. Perform an automatic collection using a collection set
  26. Automatic collection via the bank link (AFAS Online)

Process

Automatic collection